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FortisWills Affiliate Course

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  • Timing
9.30am – 6pm
  • Course Duration

2 Days

  • Instructors
Mr Patrick Tan, TEP and Mr Keon Chee

FortisWills Affiliate Course provides professional training and cutting-edge Estate Planning tools to supercharge your Financial Advisory work.

Everyone needs legacy planning and they are looking to you to guide and direct them in the right direction. Become their trusted advisor by leading them to family-friendly solutions to preserve, manage their wealth, and also to provide for their loved ones after they are gone.

Topics that will be covered in the course:

  • Estate Planning
  • Advance Care Planning & Lasting Powers of Attorney
  • Will & Trust Planning
  • Executors v Trustees
  • Estate Administration

Learning Mode: Classroom style

With the growing affluence of many Singaporeans today, your clients will look to you for professional advice and the recommendation of products and services to achieve their objectives for investment, insurance, wealth management, protection, estate planning and succession. Being an Affiliate, you will be better equipped to meet the demands of your clients when you go through our comprehensive training program which covers the knowledge and legal aspects of the estate planning.

Course Outcome:

This course will help to train more estate planners and create more jobs. Many people in Singapore have not done their estate planning and advance care planning, there is a big market for these services but Singapore doesn’t not have enough estate planners. This course will train and equip people with Basic Legacy Planning and Advance Care Planning knowledge to enhance Financial Advisory work.Upon completion of the course, Financial Adviser are able to lead their clients to family-friendly solutions to preserve, manage their wealth, and also provide for their loved one after they are gone. Financial Adviser will receive the necessary practical knowledge and have access to the best estate planning tools to meet the unique needs to their clients and families.

Course Fees:

Course fee per participant is S$600, which covers the course materials. Participants who complete the FortisWills Affiliate Course will be invited to join as an Affiliate. The annual fee for being an Affiliate is S$88 per annum. Please note that the annual fee for being an Affiliate is not covered under the subsidy. This Affiliate fee may be waived in the following year upon attainment of prescribed production level. This course is recognised under the Financial Training Scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met. 

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Other Courses
FortisWills Affiliate Course

FortisWills Affiliate Course

FortisWills Affiliate Course provides professional training and cutting-edge Estate Planning tools to supercharge your Financial Advisory work. Everyone needs legacy planning and they are looking

Basic Estate Planner Course

Basic Estate Planner Course

Basic Estate Planner Course is a proprietary course developed to equip the participants with basic knowledge of estate planning and advance care planning in Singapore so that they can become an effective estate planner.

Complete this course and join us as a Fortis Estate Planning Affiliate. You will receive the necessary practical knowledge and you will also have access to the best Estate Planning tools to meet the unique needs of your clients and their families.
  • Top-notch training: Our trainings are conducted by legal and trust professionals
  • Solid expertise: We are backed by a law firm and a trust company
  • Simply refer: Our in-house full-time estate planners will see to it that your clients enjoy a professional and proper estate planning experience
  • Fee sharing arrangements: We share a portion of the fees paid with you
  • Regular talks: We organize regular talks that you and your clients can attend
  • Technical workshops: We keep you updated on latest news and cases
  • Financial Advisors
  • Financial Consultants
  • Insurance Agents
  • Personal Bankers
  • Private Bankers
  • Relationship Managers
  • Anyone who is interested!

Attend 2 days of Wills, Trusts and Advance Care Planning training. We share relevant knowledge and case studies from our direct experience.

There will be a 1 hour assessment included. Candidates will have to pass the assessment to properly qualify as an Affiliate. We will then show you how and what to share with your clients.

The course fee is SGD1,900, which covers course materials and assessment fees. Participants who complete and pass the assessment will receive an invitation to join as an Affiliate.Discounts are available for groups of 10 or more. This course is eligible for SkillsFuture credits. Contact us for more information.The annual fee for being an Affiliate is SGD88. Annual fee for the following year will be waived upon completion of 3 wills referrals or 1 trust referral.

Speakers' Profile

Experienced speakers from diverse backgrounds who bring added insights and real world scenarios.

Mr Patrick Tan, TEP

Mr Keon Chee

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Fortis Adult Learning Academy LLP was set up to provide affordable and customisable seminars, workshops and training programs.
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The Central, Singapore 059818

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For more information on the course or upcoming course dates, send us a message.

Our friendly support team will be there to assit with your enquiries within the next 3 business days. Please drop us a call if you wish to get a quicker response.



Mr Patrick Tan, TEP

Patrick Tan TEP is the Founder and CEO of Fortis Law Corporation. He is an advocate and solicitor of the Supreme Court of Singapore, a Notary Public,  Commissioner for Oaths, registered Foreign Legal Counsel of the PRC, registered Trust and Estate Practitioner with STEP, Senior Mediator with the Law Society of Singapore and an Associate Mediator with the Singapore Mediation Centre, and a fellow with the Singapore Institute of Arbitrator. He was also shortlisted as one of the five finalists in the 2021/2022 STEP Private Client Awards – People’s Choice – Trusted Advisor of the Year.

Mr Keon Chee

Keon Chee is a Senior Consultant with FortisWills. In the past 10 years, Keon has worked in fiduciary services and licensed trust companies as resident manager, director and trust advisor. Having assisted hundreds of families with their estate plans, he realises that no single approach is the right one for everyone.

He has a diverse education that brings added insight for his clients:

  • An LLB from the University of London
  • An MBA from Columbia University (New York)
  • An MSc in Mathematics and Computer Science from Southern Illinois University